B2B Sales Discovery Questionnaire
Please complete this questionnaire to help us understand your business needs and how we can best support your goals.
Company Name
*
Contact Person's Full Name
*
First Name
Last Name
Business Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Industry or Sector
*
Please Select
Technology
Manufacturing
Retail
Healthcare
Finance
Education
Other
Company Size (Number of Employees)
*
1-10
11-50
51-200
201-500
501-1000
1000+
Other
What are your primary business challenges or pain points?
*
What solutions or providers are you currently using (if any)?
What are your top priorities when considering a new solution?
*
Rows
Very Important
Important
Not Important
Cost
1
2
3
Ease of Use
4
5
6
Integration with Existing Systems
7
8
9
Customer Support
10
11
12
Scalability
13
14
15
Security
16
17
18
Who will be involved in the decision-making process? (Select all that apply)
CEO / Founder
IT Manager
Procurement
Finance
Department Head
Other
Estimated Budget for This Project
Please Select
Under $5,000
$5,000 - $20,000
$20,000 - $50,000
$50,000+
Not Determined Yet
Desired Timeline to Implement a New Solution
Immediately
Within 1-3 months
Within 3-6 months
6 months or more
Not Sure
Please share any additional comments, questions, or requirements.
Submit
Should be Empty: